Well, we had a nice bounce back in foundry from Taiwan specifically in the December quarter. So that was encouraging to see, but foundry was weaker than we expected going into the quarter.
KLAC tanked 10% but it will come back - TSMC has NO choice but spend
So, I think you’ll see multiple players. I think that’s still our expectation, but to the point earlier, we’re seeing a much more measured ramp up capacity for FinFET. I think the leader is comfortable with their position and the other players are working quickly to try to catch up, and I think the competitive dynamics on that front will ultimately drive how much capacity gets added over the course of the year. We think that is what’s driving some of it into the second half, but ultimately I think you end up with multiple players with the capability.
who is the leader?
As I mentioned, we believe the near term volatility in foundry and logic is largely a timing issue and a function of a variety of factors including customer concentration and yield issues as well as shifting capacity requirements at the leading edge for 14 and 16 nanometer and the timing of early development activity for 10 nanometer.
it's dog eats dog world - intel won't slow down
In the near term however, demand remains fluid, particularly in foundry and logic, where we have recently seen orders from select customers slated for sub 20-nanometer, originally expected in the March quarter, pushed to later in the calendar year. We believe these delayed orders reflect yield and process stability issues associated with bringing these advanced device architectures to market.
I invest in semi equips for more than 20 years ....don't even have to read the transcripts - somebody has problems
poop control - do you get this?
I am glad we have Nenni - he and other morons provide opportunity
Bunch of morons on this board - all day and all night ....poop control for example , apology idiot and so on.
also Getanid61 who believes Intel will fab for ARM.....
do you know why KLACs outlook was so weak -
more FinFet delays?
I know GF placed huge orders several quarters ago but somewhere I red they were mouthballing equipment
ALTR is using TSMC for 20nm - I believe ALTR quoted $ 1 million revenue from 20nm during last CC.
That was the original plan (using TSMC for 20nm) when the Intel/ALTR announcement came out.
Poop control is getting more senile by the day.
Pretty amazing certain "sources" are quoting Nenni
Nenni will say whatever it takes to get hits for his site
Regarding loosing money
TSMC capex is $12 billion compared to $10 billion....
what's TSMC revenue from 20nm and less?
who do you think is loosing money ?
TSMC bleeding edge is subsidized by "older" technology - can you follow?
hey boob - close to hit bottom
you're sure one of the dumbest S of B's I ever seen
because Intel is now a competitor and more important Intel sets the pace -
foundries are forced to spend more and have less time to recover returns .....
if not for intel foundries would be still @ 28nm....
all this does not happen over night - it's a slow process
let's see when ALTR is coming out with FinFet FPGA
I think you people should take a good look at TSMC capex (the most recent one) and Intel capex and calculate capital intensity = revenue from advanced technology (
a big.LITTLE configuration, arranged as four heavy lifting Cortex-A57s and four energy efficient Cortex-A53s for the less demanding background tasks.
who else is using (successfully) big.LITTLE
i am sure the bluered monk will come up with a long list
courtesy of Barron's online
research, buy in slowly and hold
also more negative comments about Intel -
the anti Intel analyst camp is taking a well deserved beating.
G61 ASML stake is up almost $100!!!
Litho is key and Intel (Paul O) was smart enough to get "representation" - Intel probably has special team that strictly focuses on Intel's need - they might even come up with special hardware modifications only available to Intel
another stupid comment of yours related to defect density relative to a 3D structure....
so when is Intel going to fab for NVDA?
hey boob - an awful respones - don't you think ... she worked in construction - 50% of the response was about herself....LOL..
and what about FAB 42 in idle......blah, blah, blah, blah